Purchases and Sales Made in Q3 2023 in Chevron Corp (CVX)
This table provides information about the institutional ownership of Chevron Corp (CVX) during Q3 2023. The information is specifically focused on institutions that hold shares of CHEVRON CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-630- 2.13% |
$96.3K - $108K
|
29K
$3.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-631- 4.98% |
$96.5K - $108K
|
12K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-634- 13.42% |
$96.9K - $108K
|
4.09K
$554K
|
|
|
Oct 23, 2023
Q3 2023
|
Edmp, Inc.
|
SELL
|
- |
-640- 3.96% |
$97.8K - $109K
|
15.5K
$2.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-663- 3.78% |
$101K - $113K
|
16.9K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-664- 13.42% |
$102K - $114K
|
4.28K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-674- 0.97% |
$103K - $115K
|
68.7K
$9.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-675- 5.11% |
$103K - $115K
|
12.5K
$1.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-675- 7.96% |
$103K - $115K
|
7.81K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-675- 2.83% |
$103K - $115K
|
23.2K
$3.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-676- 0.19% |
$103K - $116K
|
346K
$46.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-680- 3.17% |
$104K - $116K
|
20.8K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-680- 6.97% |
$104K - $116K
|
9.08K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-683- 0.95% |
$104K - $117K
|
71.3K
$9.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-686- 0.78% |
$105K - $117K
|
87K
$11.8M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-689- 24.75% |
$105K - $118K
|
2.1K
$284K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-690- 13.81% |
$105K - $118K
|
4.31K
$583K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-690- 35.01% |
$105K - $118K
|
1.28K
$174K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-702- 3.35% |
$107K - $120K
|
20.3K
$2.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-702- 6.09% |
$107K - $120K
|
10.8K
$1.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-703- 27.13% |
$107K - $120K
|
1.89K
$256K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-710- 0.49% |
$109K - $121K
|
143K
$19.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-710- 9.75% |
$109K - $121K
|
6.57K
$890K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-716- 59.32% |
$109K - $122K
|
491
$66.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-721- 26.97% |
$110K - $123K
|
1.95K
$264K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-726- 15.55% |
$111K - $124K
|
3.94K
$534K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-731- 6.05% |
$112K - $125K
|
11.4K
$1.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-731- 0.78% |
$112K - $125K
|
93.6K
$12.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-737- 16.03% |
$113K - $126K
|
3.86K
$523K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-741- 0.71% |
$113K - $127K
|
103K
$14M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-742- 2.52% |
$113K - $127K
|
28.7K
$3.89M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-744- 1.04% |
$114K - $127K
|
70.5K
$9.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-751- 17.63% |
$115K - $128K
|
3.51K
$475K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-754- 16.89% |
$115K - $129K
|
3.71K
$503K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-772- 4.61% |
$118K - $132K
|
16K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-778- 11.43% |
$119K - $133K
|
6.03K
$817K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-782- 4.68% |
$120K - $134K
|
15.9K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-784- 3.22% |
$120K - $134K
|
23.6K
$3.19M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-785- 4.07% |
$120K - $134K
|
18.5K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-792- 7.7% |
$121K - $135K
|
9.5K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-792- 4.57% |
$121K - $135K
|
16.5K
$2.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
SELL
|
- |
-800- 22.5% |
$122K - $137K
|
2.76K
$373K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-801- 1.81% |
$122K - $137K
|
43.5K
$5.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-803- 0.5% |
$123K - $137K
|
160K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-805- 3.05% |
$123K - $138K
|
25.6K
$3.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-812- 0.49% |
$124K - $139K
|
166K
$22.5M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-815- 12.4% |
$125K - $139K
|
5.76K
$780K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-815- 30.03% |
$125K - $139K
|
1.9K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-819- 2.03% |
$125K - $140K
|
39.5K
$5.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-822- 8.94% |
$126K - $141K
|
8.38K
$1.13M
|